+19
New
-21
Exited
60
Positions
| # | Name | Ticker | Since | Shares | Shares Δ | Value | Val Δ% | % Port | Cat |
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVIDIA CORP | 67066G104 | Mar 2023 | 40,171 | +38,759 | $7.0M | +1686.2% | 8.89% | EC |
| 2 | MICROSOFT CORP | 594918104 | Mar 2023 | 16,498 | +10,806 | $6.1M | +272.2% | 7.75% | EC |
| 3 | AMAZON.COM INC | 023135106 | Mar 2023 | 23,160 | +13,748 | $4.8M | +396.2% | 6.12% | EC |
| 4 | APPLE INC | 037833100 | Mar 2023 | 14,677 | +10,018 | $3.7M | +384.8% | 4.73% | EC |
| 5 | ALPHABET INC-CL A | 02079K305 | Mar 2023 | 12,458 | +5,203 | $3.6M | +376.0% | 4.55% | EC |
| 6 | ELI LILLY & CO | 532457108 | Mar 2023 | 3,497 | +2,466 | $3.2M | +808.4% | 4.08% | EC |
| 7 | GE VERNOVA INC | 36828A101 | Mar 2026 | 3,607 | New | $3.1M | — | 4.00% | EC |
| 8 | BROADCOM INC | 11135F101 | Mar 2026 | 8,967 | New | $2.8M | — | 3.52% | EC |
| 9 | TAIWAN SEMICONDUCTOR-SP ADR | 874039100 | Mar 2023 | 7,664 | +4,133 | $2.6M | +688.6% | 3.29% | EC |
| 10 | APPLIED MATERIALS INC | 038222105 | Mar 2023 | 7,164 | +5,239 | $2.4M | +935.6% | 3.11% | EC |
| 11 | VISA INC-CLASS A SHARES | 92826C839 | Mar 2023 | 8,028 | +4,666 | $2.4M | +220.1% | 3.08% | EC |
| 12 | ASML HOLDING NV-NY REG SHS | N07059210 | Mar 2023 | 1,819 | +1,477 | $2.4M | +932.0% | 3.05% | EC |
| 13 | NETFLIX INC | 64110L106 | Mar 2026 | 19,408 | New | $1.9M | — | 2.37% | EC |
| 14 | FERGUSON ENTERPRISES INC | 31488V107 | Mar 2026 | 7,488 | New | $1.7M | — | 2.22% | EC |
| 15 | ORACLE CORP | 68389X105 | Mar 2026 | 10,314 | New | $1.5M | — | 1.93% | EC |
| 16 | META PLATFORMS INC-CLASS A | 30303M102 | Mar 2026 | 2,632 | New | $1.5M | — | 1.91% | EC |
| 17 | COSTCO WHOLESALE CORP | 22160K105 | Mar 2023 | 1,507 | +763 | $1.5M | +306.2% | 1.91% | EC |
| 18 | ADVANCED MICRO DEVICES | 007903107 | Mar 2023 | 7,271 | +3,454 | $1.5M | +295.4% | 1.88% | EC |
| 19 | SYNOPSYS INC | 871607107 | Mar 2026 | 3,652 | New | $1.4M | — | 1.84% | EC |
| 20 | NATERA INC | 632307104 | Mar 2026 | 7,121 | New | $1.4M | — | 1.81% | EC |
| 21 | BOSTON SCIENTIFIC CORP | 101137107 | Mar 2023 | 22,510 | +14,437 | $1.4M | +249.7% | 1.79% | EC |
| 22 | CLOUDFLARE INC - CLASS A | 18915M107 | Mar 2023 | 6,841 | +2,245 | $1.4M | +398.1% | 1.79% | EC |
| 23 | INTUITIVE SURGICAL INC | 46120E602 | Mar 2026 | 3,059 | New | $1.4M | — | 1.79% | EC |
| 24 | EDWARDS LIFESCIENCES CORP | 28176E108 | Mar 2026 | 17,432 | New | $1.4M | — | 1.77% | EC |
| 25 | MERCADOLIBRE INC | 58733R102 | Mar 2026 | 778 | New | $1.3M | — | 1.71% | EC |
| 26 | STANDARDAERO INC | 85423L103 | Mar 2026 | 52,059 | New | $1.3M | — | 1.71% | EC |
| 27 | MEDLINE INC-CL A | 58507V107 | Mar 2026 | 28,536 | New | $1.3M | — | 1.61% | EC |
| 28 | LINDE PLC | G54950103 | Mar 2023 | 2,522 | +2,065 | $1.3M | +669.7% | 1.59% | EC |
| 29 | PTC INC | 69370C100 | Mar 2023 | 8,454 | +4,910 | $1.2M | +165.1% | 1.53% | EC |
| 30 | APPFOLIO INC - A | 03783C100 | Mar 2026 | 7,247 | New | $1.1M | — | 1.45% | EC |
| 31 | BROWN & BROWN INC | 115236101 | Mar 2026 | 17,272 | New | $1.1M | — | 1.43% | EC |
| 32 | VIKING HOLDINGS LTD | G93A5A101 | Mar 2026 | 13,700 | New | $1.0M | — | 1.28% | EC |
| 33 | S&P GLOBAL INC | 78409V104 | Mar 2023 | 2,352 | +1,255 | $1.0M | +164.5% | 1.27% | EC |
| 34 | DOORDASH INC - A | 25809K105 | Mar 2026 | 6,296 | New | $945K | — | 1.20% | EC |
| 35 | SHOPIFY INC - CLASS A | 82509L107 | Mar 2026 | 7,911 | New | $938K | — | 1.19% | EC |
| 36 | INSMED INC | 457669307 | Mar 2026 | 5,570 | New | $911K | — | 1.16% | EC |
| 37 | SHERWIN-WILLIAMS CO/THE | 824348106 | Mar 2023 | 2,604 | +1,501 | $835K | +236.7% | 1.06% | EC |
| 38 | SALESFORCE INC | 79466L302 | Mar 2023 | 4,437 | +2,640 | $828K | +130.7% | 1.05% | EC |
| 39 | ARES MANAGEMENT CORP - A | 03990B101 | Mar 2023 | 7,428 | +3,236 | $810K | +131.7% | 1.03% | EC |
| ✕ | BBH Cash Mgmt Sweep | 11BBHCMS1 | — | 568,166 | Exited | $0.6M | — | — | — |
| ✕ | Thermo Fisher Scientific Inc. | 883556102 | — | 934 | Exited | $0.5M | — | — | — |
| ✕ | Procore Technologies Inc. | 74275K108 | — | 7,349 | Exited | $0.5M | — | — | — |
| ✕ | LVMH Moet Hennessy Louis Vuitton ADR | 502441306 | — | 2,212 | Exited | $0.4M | — | — | — |
| ✕ | AstraZeneca PLC Sponsored ADR | 046353108 | — | 5,831 | Exited | $0.4M | — | — | — |
| ✕ | Nike Inc., Class B | 654106103 | — | 3,177 | Exited | $0.4M | — | — | — |
| ✕ | Planet Fitness Inc., Class A | 72703H101 | — | 4,787 | Exited | $0.4M | — | — | — |
| ✕ | Hershey Co. | 427866108 | — | 1,276 | Exited | $0.3M | — | — | — |
| ✕ | UnitedHealth Group Inc. | 91324P102 | — | 678 | Exited | $0.3M | — | — | — |
| ✕ | DexCom Inc. | 252131107 | — | 2,534 | Exited | $0.3M | — | — | — |
| ✕ | Workday Inc., Class A | 98138H101 | — | 1,409 | Exited | $0.3M | — | — | — |
| ✕ | Stellantis N.V. | N82405106 | — | 15,542 | Exited | $0.3M | — | — | — |
| ✕ | Verisk Analytics Inc. | 92345Y106 | — | 1,409 | Exited | $0.3M | — | — | — |
| ✕ | Canadian Pacific Kansas City Ltd. | 13646K108 | — | 3,324 | Exited | $0.3M | — | — | — |
| ✕ | Old Dominion Freight Line Inc. | 679580100 | — | 718 | Exited | $0.2M | — | — | — |
| ✕ | Vertex Pharmaceuticals Inc. | 92532F100 | — | 766 | Exited | $0.2M | — | — | — |
| ✕ | Colgate-Palmolive Co | 194162103 | — | 3,152 | Exited | $0.2M | — | — | — |
| ✕ | Airbnb Inc. Class A | 009066101 | — | 1,887 | Exited | $0.2M | — | — | — |
| ✕ | Deere & Co. | 244199105 | — | 562 | Exited | $0.2M | — | — | — |
| ✕ | ServiceNow Inc. | 81762P102 | — | 499 | Exited | $0.2M | — | — | — |
| ✕ | SBA Communications Corp., Class A | 78410G104 | — | 877 | Exited | $0.2M | — | — | — |